能源转型迎来“光热时刻”

Core Viewpoint - The development of concentrated solar power (CSP) is crucial for energy transition, aiming for a total installed capacity of approximately 15 million kilowatts by 2030, with electricity costs comparable to coal power [1][2]. Group 1: Importance of CSP - CSP acts as a stabilizer and regulator for the power grid, providing continuous and stable electricity supply even during nighttime or cloudy days [2]. - CSP is a new engine for industrial chain upgrades, involving high-end manufacturing and driving the development of precision machinery, special molten salts, and high-temperature heat collectors [2]. - China has successfully mastered mainstream CSP technologies and built a leading global CSP industry chain, with construction costs per kilowatt decreasing from approximately 30,000 yuan to 15,000 yuan over the past decade [2]. Group 2: Challenges and Policy Solutions - The initial investment for CSP is high, and market competitiveness is weak; policies aim to reduce costs through large-scale deployment and the establishment of supporting renewable energy stations [3]. - The reliance on imported core technologies and materials contributes to high project costs; policies encourage domestic production and performance optimization of key equipment [3]. - CSP needs to find its optimal role within the power system; policies clarify its role in multi-energy complementary bases and promote integrated projects with other energy sectors [3]. Group 3: Future Trends - The future will see a fusion of application scenarios, with CSP integrated with photovoltaic and wind power bases as a stable energy source [4]. - Diverse and refined technological routes will emerge, focusing on efficiency and cost reduction rather than just installed capacity [5]. - CSP companies will evolve from merely providing electricity to offering comprehensive energy services, including peak regulation and backup power [5].